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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,151 | $70,430-81.3% | $96,572-86.4% | $85,851-84.7% |
| Participation rate | 24.4% | 61.8%-37.4pp | 69.8%-45.4pp | 69.3%-44.9pp |
| Annual return | 12.60% | 18.58%-6.0pp | 37.79%-25.2pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,773 | $2,894-38.7% | $3,850-53.9% | $3,952-55.1% |
| Admin fee / account holder | $259 | $4,996-94.8% | $6,183-95.8% | $6,261-95.9% |